Kim Winn

Originally from Massachusetts, I now reside in Denver, Colorado with my wife, Carolina. My interest in personal finance began shortly after graduating college, during my time working for the Boston Red Sox. While the role provided a memorable experience, I quickly realized how challenging it was to navigate employee benefits, manage a budget, and begin saving—especially in a high-cost city. That experience revealed a significant knowledge gap, which I set out to fill through self-study and a deep dive into personal finance literature. Over time, that curiosity evolved into a clear professional purpose: to help others gain clarity and confidence in their financial lives. Following my time in sports, I spent several years working in various client-facing roles across the financial services industry. I gained experience at a regional bank, a large brokerage firm, and most recently, a national Registered Investment Advisor (RIA). Each role offered valuable insight into different areas of the financial world, and collectively, they reinforced my desire to create something more personal and client-centered. I founded Willcox Wealth Management with the goal of providing clear, unbiased financial advice rooted in trust, education, and long-term relationships. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and an Enrolled Agent (EA), which allows me to serve clients not only in a comprehensive planning capacity but also with specialized tax expertise before the IRS. Outside of work, Carolina and I enjoy all that Colorado has to offer. We spend much of our free time outdoors—hiking, biking, or skiing—as well as exploring Denver’s vibrant local food and coffee scene.

Your company is about to IPO or get acquired (congrats!) You’re holding RSUs, ISOs, NSOs but haven’t done anything for fear of making a sub-optimal decision. And you have lots of questions. Equity comp is confusing. Tax optimization is complex. You deserve an advisor who gives you confidence and clarity around your equity-specific planning needs and questions. I transitioned into financial planning from tech where I, too, had various types of equity grants. And, honestly, it was exciting to have ownership stakes in these companies. But that excitement quickly faded into confusion and frustration when I couldn’t find anyone to help me *strategize* on my options and shares. It’s one thing to know that Alternative Minimum Tax exists – it’s another to actually develop a holistic plan around it. Since then, I’ve dedicated my career to helping Millennials and tech professionals gain clarity and confidence around their equity compensation and path to financial independence. Developing deep, long-lasting relationships with my clients is what gets me up in the morning and is the reason I started Presidio Advisors. I’m based in Denver, CO and serve clients virtually across the U.S.

My superpower is taking complex financial matters and translating them into layman’s terms. The goal in our relationship is to dig deeper, to find what matters to you in your financial present and future and together develop solutions to fulfill your goals and put your fears to rest. The environment in which I grew up was financially chaotic. As such, I’ve made it my mission to understand not just money and finance, but also human behavior around money. As a wealth manager, I have the privilege of helping people transform their relationships with money and gain mastery over it. I recognized that earning a CFP is a big decision. Like any relationship, ours must be rooted in integrity, trust, and clear communication for it to thrive. I hold wealth management as sacred work. My job is to understand my client’s vision for their future, then work with them to design and implement a plan to fulfill that vision. After completing a triple major in Finance, Accounting, and German, I set off for a meditation retreat about the art of being human. This combination of experiences informs how I work and interact with others. If and when you would like to meet, feel free to schedule a call via my Calendly link. Whether or not we choose to work together, you’ll gain new knowledge and insight. It will be time well-spent. I’m available to meet globally, and have a physical office in Denver. In case you’re curious, when I’m not working for my clients, you can find me baking, hiking, or biking. I hold a Certificate in Pastry Arts from the Culinary Institute of Canada and participate in the annual AIDS/LifeCycle, a 550-mile fundraising ride from San Francisco to Los Angeles. I am a former Co-Chair for the Human Rights Campaign (HRC) and various local charities over the years. That’s the vision I’m making real in the world. You can also find me in the Horizons Foundation Professional Advisors Directory.

Winding Trail Financial is an independent, fee-only financial planning firm located in Lafayette (Boulder County), Colorado. We provide ongoing retirement planning, investment management, and tax planning advice to families locally and throughout the United States. I am a licensed Certified Public Accountant (Michigan, Colorado). While my experience in public accounting and in private industry has given me a unique perspective to financial planning, I place a high value on self-improvement. As such, I obtained the CERTIFIED FINANCIAL PLANNER™ designation. In 2013, my wife and I made the decision to move half way across the country to Boulder County, Colorado and took a position with a privately-held, multi-entity health care consulting firm where I was formerly the Chief Administrative Officer. As CAO, I oversaw the accounting and finance functions of the company as well as human resources including benefits administration. In addition to the business side, I also played an integral part in assisting with the personal finances of the business owners. Prior to moving to Colorado, I worked in public accounting servicing closely-held businesses and their owners and high net worth individuals. In our time off, you can usually find my wife and I enjoying our local trails whether it's backpacking through Rocky Mountain National Park, trail running throughout Boulder and Jefferson counties, or snowshoeing the high country. We still get back to Michigan to visit friends and family and we try to celebrate Adrienne's birthday in a new city each year. We welcomed the birth of our first child, Emmerich, in August 2018 and our daughter, Arlowe, in 2022.

Hi, I’m Leyder “Aiden” Murillo, CFP®, AWMA®, SE-AWMA®, MBA, Founder of Wolfpack Wealth Management. I am a CERTIFIED FINANCIAL PLANNER®, an Accredited Wealth Management Advisor™, and a Sports & Entertainment Accredited Wealth Management Advisor™ professional. I founded Wolfpack Wealth Management to offer accessible, fee-only financial planning services to individuals and families who need them most. Whether you’re a professional athlete, student-athlete, entertainer, educator, young professional, a married couple, small business owner, or someone seeking financial peace of mind, I’m here to help. I believe the easiest way to reduce financial stress is through casual conversation and genuine connection, which creates a safe space. I also view all my clients as friends, which is why I’ve adopted the moniker Your Friendly Neighborhood Wealth Management Advisor. I combine personalized strategies with a focus on transparency and fiduciary duty. I serve clients in Denver, Los Angeles, and virtually nationwide via Zoom. For those who need it, I’m happy to meet in person, wherever you are. I’m proud to offer services in English and Spanish to ensure that language is never a barrier to achieving financial clarity. Let’s build your financial future with confidence together. Ready to take the next step? Let’s connect and start your journey toward peace of mind and long-term success.

Kyle Simmons, CFP®, CRPC®, worked for over 13 years in the tech industry as an engineer. When you work with him, you’re not working with a product salesman, but rather someone who works and talks like you, taking a logical and efficient approach to investment management and retirement planning. He understands the financial and intellectual benefits of being a highly compensated employee as well as the challenges and frustrations. He thinks like an engineer and has the integrity of one too. We are a fiduciary, fee-only firm, which means we're required to always put your interests ahead of our own. We don't sell products, get paid commissions, or receive referral fees. Many advisors or financial salespeople work for a brokerage or insurance company and are paid commissions or are "fee-based". We believe that our fee-only, fiduciary structure allows us to have a more objective relationship with our clients because it reduces the possible conflicts of interest.